Sara-Bay Financial’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Hold |
1,752
| – | – | 0.07% | 75 |
|
|
2025
Q1 | $206K | Sell |
1,752
-456
| -21% | -$53.7K | 0.09% | 74 |
|
|
2024
Q4 | $234K | Buy |
2,208
+456
| +26% | +$48.2K | 0.09% | 81 |
|
|
2024
Q3 | $205K | Sell |
1,752
-1,806
| -51% | -$212K | 0.07% | 82 |
|
|
2024
Q2 | $410K | Buy |
+3,558
| New | +$410K | 0.17% | 67 |
|
|
2020
Q3 | – | Sell |
-5,921
| Closed | -$263K | – | 80 |
|
|
2020
Q2 | $263K | Buy |
+5,921
| New | +$263K | 0.15% | 64 |
|